Estimate Time60 min

Trading basics: What to know before getting started

In these four on-demand videos, you will learn the fundamentals of trading. Guided by professionals from Fidelity’s Trading Strategy Desk®, we will start with the basics — understanding investment types, portfolio management, and the trading plan. Next, we will cover the common methods of analysis and how to find trade ideas. Then we will offer sessions in how to place a trade and manage risk through an exit strategy. All videos include a demonstration on how to apply what you have learned using Fidelity’s tools and research. Explore one or all in a convenient on-demand format.


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Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request.

Investing involves risk, including risk of loss.

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